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Paul and others suggest that this is the consequence of the recent Kodak Alaris acquisition (see analog.cafe/comments/4lsz).
The new Alaris brand owners have the rights for Kodak film sales to still photographers (and the resulting profits). While Eastman Kodak may’ve allowed their movie reels to be sold to still photographers and their purposes previously, this is now under tighter control to presumably guarantee compliance.
It’s still unclear how this change will affect colour film sales and prices for still photographers as a whole.
(I’ve also contacted Kodak and CineStill for a comment on this story. I will update this thread if/once they respond.)